See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $72,556 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,723 |
UNITED PENSION ADMINISTRATION5+ years Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $20,009 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $11,966 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,372 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,053 | $48,116-64.6% | $99,443-82.9% | $77,787-78.1% |
| Participation rate | 90.6% | 60.0%+30.6pp | 73.8%+16.7pp | 73.2%+17.4pp |
| Annual return | 22.26% | 23.23%-1.0pp | 30.72%-8.5pp | 32.57%-10.3pp |
| Employer contribution / active EE | $859 | $1,057-18.7% | $2,540-66.2% | $2,504-65.7% |
| Participant deferral / active EE | $1,665 | $2,238-25.6% | $3,619-54.0% | $3,967-58.0% |
| Admin fee / account holder | $117 | $87+34.2% | $6,250-98.1% | $100+17.1% |